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OverviewFundraiser1 / 6

IndustryNon-profitLive

Donor CRM

Fundraising software usually optimises for the ask. The harder problems are the ones that follow: proving a restricted gift was spent as promised, and knowing who has told you not to contact them.

From
$699
Function
23
Roles
3
Users
Unlimited

Next.js · TypeScript · PostgreSQL · Recharts

Inside the app

What it does out of the box

23 connected functions on one schema, spanning three permission levels. Everything below is in the template before a line of customisation.

Dashboard for Elena

The autumn appeal has raised $84,200 and 6 regular gifts failed collection this month.

Supporters

One record per supporter, with giving history and contact preferences.

Donations

Every gift, its fund, and whether it carries a restriction.

Appeals

What each appeal raised, against what it cost to run.

Major gifts

Relationships in progress, with the next action and who owns it.

Fund reporting

What each restricted fund holds, and what it has been spent on.

Consent and funds

How supporters may be contacted, and what a restriction actually binds you to.

Audit log

Every gift, fund movement and consent change. Retained per your regulator.

Permissions

Three roles, one build

A fundraiser records gifts and runs appeals. A development manager owns the major gift pipeline and fund reporting. An administrator owns consent and fund rules, the two things that turn a fundraising mistake into a regulatory one.

Fundraiser6 functions

Supporters, gifts and appeals

  • Record gifts against appeal and fund
  • See supporter giving history
  • Track appeal cost against what it raised
  • Respect contact preferences automatically
  • Cannot move a restricted gift between funds
Preview as fundraiser
Development Manager15 functions

Major gifts and fund position

  • Everything a fundraiser can do
  • Major gift pipeline with next actions
  • Stalled prospects reported as stalled
  • Restricted fund raised, spent and balance
  • See which appeals are worth running again
Preview as development manager
Administrator23 functions

Consent and restriction rules

  • Everything a development manager can do
  • Define funds and their restrictions
  • Set and evidence contact preferences
  • Authorise a fund transfer with donor agreement
  • Read and export the audit log
Preview as administrator

The build

Every function in the box

23 functions, all of them live in the preview. Nothing on this list is a mockup or a roadmap item.

Access

  • Sign in

Fundraising

  • Overview
  • Supporters
  • Donations
  • Appeals

Development

  • Major gifts
  • Fund reporting

Administration

  • Consent and funds
  • Audit log

What you get

Delivered as a repository, not a login.

Charities, foundations and membership bodies raising from 500 to 100,000 supporters.

  • 9 production functions spanning three permission levels
  • Full source code and PostgreSQL schema in your repository
  • Role-based access control, enforced server-side
  • Immutable audit log written on every change
  • Responsive layouts, usable on a phone, not just resized
  • CSV import and export on every core record
  • Deployment configuration for your cloud account
  • Twelve months of updates, and no per-seat charge ever

Access and evidence

A promise about how money is used

A restricted gift is a promise. Spending it elsewhere is not an accounting adjustment, it is a breach of that promise, so the restriction is treated as binding rather than advisory.

  • A restricted gift cannot be posted to another fund
  • Moving one requires the donor's written agreement, attached to the record
  • Spend is recorded against the fund, not just against a budget line
  • Underspent restricted funds are reported as a risk, not left quiet
  • A supporter's contact preference is never overwritten by an import
  • No contact means no contact, including administrative mailings
  • Immutable audit log with retention set to your regulator's requirement

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Questions

Donor CRM, in practical terms

Do I get the source code for Donor CRM?

Yes, and for a charity this matters more than most: your supporter database and its consent history are your most valuable and most sensitive asset. On delivery both live in your infrastructure, not a vendor's.

How many supporters can it hold?

Pricing does not change with supporter count. That is deliberate, charging a charity more as its supporter base grows is precisely the wrong incentive, and it is how most donor databases become the second largest line in a fundraising budget.

Does it handle tax relief on donations?

Declarations and eligibility are recorded against the supporter and the gift, which is the data any tax relief claim is built from. Submitting the claim itself is jurisdiction-specific and usually needs an accredited route, so a fitted build wires that up rather than us pretending to file on your behalf.

What happens to a restricted gift if the project finishes?

It stays locked to that fund. Releasing it requires the donor's written agreement, attached to the record, which is exactly the conversation the sector's guidance expects you to have. The app will not let it be quietly reallocated.

Can Donor CRM be changed to match our fundraising?

That is the usual route. A fitted build sets up your funds and restrictions, appeal structure, giving types, consent wording, tax relief handling, branding and up to two integrations, and typically takes one to three weeks from a signed scope.

What does it cost to run?

Hosting only, paid to your own cloud provider, roughly $50 to $200 a month. For most charities that is a fraction of what a hosted donor platform costs annually.

Want Donor CRM shaped around your process?

A fitted build adjusts fields, stages, roles and integrations to how your team already works. One scoping call, a fixed price, one to three weeks.